Events

PFBI organizes and promotes many seminars, workshops, affinity group meetings and other events related to family business. Please note that some events are capped in size or are limited to individuals or companies that share similar objectives.

We welcome your ideas for future events and topics and affinity groups. If you would like to make a suggestion, or if you have questions about an event, please contact us.

PFBI Events

PFBI organizes and promotes many seminars, workshops, affinity group meetings and other events related to family business. Please note that some events are capped in size or are limited to individuals or companies that share similar objectives.

We welcome your ideas for future events and topics and affinity groups. If you would like to make a suggestion, or if you have questions about an event, please contact us.

Managing Generational Transitions with John Davis

You and your family are invited to join the Pacific Family Business Institute for a full day workshop with Dr. John Davis, founder of Cambridge Advisors to Family Enterprise and faculty member at Harvard Business School. Group lectures, discussions and smaller breakout sessions will cover:

Issues to navigate during a family business management and ownership transition

Discovering what inhibits the effective “taking charge” and confident “letting go” by family members

Recognition of developmental needs of next generation as leaders and as owners

Concrete recommendations for transition management

Family action plan development with feedback from Cambridge Advisors

This is an intensive, hands-on workshop designed for family members to attend together, particularly representatives from both generations.

$350 per person, family business family members only. Participation is limited. Prompt registration will secure your space.